+430.6%
KLAC vs VO
+40.2%
+390.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -1.7% |
| 7D | +2.5% | -2.5% | +4.9% | +6.7% |
| 30D | -11.5% | -3.2% | -8.3% | -6.6% |
| 3M | -16.9% | +3.9% | -20.9% | -21.0% |
| 6M | +22.2% | +9.6% | +12.6% | +7.7% |
| YTD | +46.4% | +11.6% | +34.8% | +26.7% |
| 1Y | +91.0% | +12.6% | +78.4% | +63.6% |
| 3Y | +264.6% | +55.4% | +209.2% | +97.3% |
| 5Y | +430.6% | +41.8% | +388.8% | +249.2% |
| All | +430.6% | +40.2% | +390.4% | +249.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling